One of the many ways that advisors have been using MoneyGaps is to offer an additional tier of service that allows them to tap into a new market of clientele.
Advisors who currently operate on a %-of-assets model know that many households make good money but may not have large investment portfolios. With MoneyGaps, it's now possible to offer a retainer model of advice (charging the client directly) that is based on a set schedule of fees: a First Year fee, followed by an Annual Retainer fee.
We have created a calculator that can help you estimate how adding this type of tier of service can open up a new market of financial consumers to your practice and add to your bottom line.
Start your 30 day free trial of MoneyGaps to see how quickly you could turbo-charge your business.